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FRANCHISE BRAND· Portfolio Management and Investment Advice

SBA loans for LPL Financial LLC - Registered Investment Advisor Master Services Agreement

5 SBA loans have financed LPL Financial LLC - Registered Investment Advisor Master Services Agreement locations since 2021, written by 5 different lenders across 5 states. Half were approved for $742K or less, the mix is 504-heavy, and 20% went to owners whose business was under two years old.

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SBA loans
5
5 in last 5 yrs
Median approval
$742K
90th pct $2.1M
Total approved
$6.1M
all years
To new owners
20%
1 loans
Lenders
5
5 states

The lenders that fund LPL Financial LLC - Registered Investment Advisor Master Services Agreement

A lender that has already underwritten this brand knows the unit economics, the build-out costs, and the franchisor. That is worth more to you than a bigger bank starting from scratch.

1
Springfield, MO
LPL Financial LLC - Registered Investment Advisor Master Services Agreement loans
1
In last 5 yrs
1
Typical loan
$2.1M
To new owners
100%
Last approval
Jul 2025
2
Chicago, IL
LPL Financial LLC - Registered Investment Advisor Master Services Agreement loans
1
In last 5 yrs
1
Typical loan
$2.1M
To new owners
0%
Last approval
Mar 2023
3
Gainesville, GA
LPL Financial LLC - Registered Investment Advisor Master Services Agreement loans
1
In last 5 yrs
1
Typical loan
$704K
To new owners
0%
Last approval
Apr 2022
4
Latham, NY
LPL Financial LLC - Registered Investment Advisor Master Services Agreement loans
1
In last 5 yrs
1
Typical loan
$742K
To new owners
0%
Last approval
Feb 2022
5
North Highlands, CA
LPL Financial LLC - Registered Investment Advisor Master Services Agreement loans
1
In last 5 yrs
1
Typical loan
$518K
To new owners
0%
Last approval
Aug 2021